EH
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Equitable Holdings’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Equitable Holdings’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$500K Sell
5,600
-387
-6% -$40.9K ﹤0.01% 1256
2025
Q4 		$534K Sell
5,987
-1,402
-19% -$128K ﹤0.01% 1083
2025
Q3 		$684K Sell
7,389
-1,380
-16% -$125K 0.01% 971
2025
Q2 		$777K Buy
8,769
+449
+5% +$38.5K 0.01% 878
2025
Q1 		$787K Buy
8,320
+3,490
+72% +$326K 0.01% 784
2024
Q4 		$433K Sell
4,830
-5,877
-55% -$553K ﹤0.01% 913
2024
Q3 		$979K Sell
10,707
-3,793
-26% -$362K 0.01% 684
2024
Q2 		$1.44M Buy
14,500
+3,457
+31% +$359K 0.02% 555
2024
Q1 		$1.18M Buy
11,043
+35
+0.3% +$3.33K 0.01% 580
2023
Q4 		$1.03M Buy
11,008
+2,144
+24% +$203K 0.01% 570
2023
Q3 		$865K Buy
8,864
+4,170
+89% +$396K 0.01% 578
2023
Q2 		$399K Buy
4,694
+272
+6% +$22.8K 0.01% 766
2023
Q1 		$379K Buy
4,422
+926
+26% +$82.9K 0.01% 731
2022
Q4 		$325K Buy
+3,496
New +$339K 0.01% 713
2021
Q1 		– Sell
-42,710
Closed -$1.53M – 753
2020
Q4 		$1.53M Buy
42,710
+550
+1% +$17.2K 0.03% 262
2020
Q3 		$1.11M Buy
42,160
+470
+1% +$14.9K 0.03% 285
2020
Q2 		$1.41M Sell
41,690
-23,030
-36% -$740K 0.04% 250
2020
Q1 		$1.48M Buy
64,720
+7,960
+14% +$332K 0.05% 209
2019
Q4 		$3.15M Buy
+56,760
New +$2.94M 0.09% 135

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings's IEO Position: Q1 2026 in Review

Equitable Holdings reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 6.5% in Q1 2026, selling an estimated $40.9K and leaving 5,600 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Equitable Holdings first reported a position in IEO in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2019. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Equitable Holdings held 5,600 shares of iShares US Oil & Gas Exploration & Production ETF worth $500K as of Q1 2026.
  • Equitable Holdings sold 387 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $40.9K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1256 holding.
  • Equitable Holdings first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2019 and has held it in 19 quarters since.
  • Equitable Holdings's iShares US Oil & Gas Exploration & Production ETF position peaked at $3.15M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.